Edit a Case Type

Existing case types may be updated or changed at any time without having to create entirely new case types to replace them. There are also a few controls that are only available on the Edit: Case Type panel.

PREREQUISITES:

  • The Case Type security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To edit an existing case type, follow these steps:

  1. Click Template Setup on the PLL Admin menu panel and select Case Types.

  1. On the Case Types panel, select the check box next to the role you wish to view, then click View record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

The Edit: Case Type panel contains all the same information as the Add: Case Template panel, with the addition of the Expired check box.

  1. On the Edit: Case Type panel, make any changes as needed.

  1. Click Save